The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109 164,790 1,800,000 SH   SOLE   1,800,000 0 0
ACUITY BRANDS INC-W/D COM 00508Y102 48,212 400,000 SH   SOLE   400,000 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED 01609W102 544,904 2,285,000 SH   SOLE   2,285,000 0 0
ALPHABET INC CL A 02079K305 1,820,100 1,048,300 SH   SOLE   1,048,300 0 0
AMAZON.COM INC. COM 023135106 947,244 288,300 SH   SOLE   288,300 0 0
AMETEK INC COM 031100100 464,864 3,879,365 SH   SOLE   3,879,365 0 0
AMPHENOL CORPORATION CL A 032095101 802,080 6,176,500 SH   SOLE   6,176,500 0 0
ANSYS INC COM 03662Q105 67,013 185,000 SH   SOLE   185,000 0 0
BORG WARNER INC COM 099724106 158,708 4,049,700 SH   SOLE   4,049,700 0 0
CHECK POINT SOFTWARE TECHNOLOGIES LTD. COM M22465104 568,810 4,242,000 SH   SOLE   4,242,000 0 0
CINTAS CORPORATION COM 172908105 90,102 257,500 SH   SOLE   257,500 0 0
DOLLAR GENERAL COM 256677105 395,823 1,885,500 SH   SOLE   1,885,500 0 0
ECOLAB COM 278865100 674,562 3,134,000 SH   SOLE   3,134,000 0 0
FIRST REPUBLIC BANK COM 33616C100 337,597 2,331,312 SH   SOLE   2,331,312 0 0
GRACO INC COM 384109104 259,956 3,600,000 SH   SOLE   3,600,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 33,378 300,000 SH   SOLE   300,000 0 0
IPG PHOTONICS GROUP COM 44980X109 44,780 200,000 SH   SOLE   200,000 0 0
LAUDER (ESTEE) CO. CL A 518439104 317,408 1,208,300 SH   SOLE   1,208,300 0 0
LINCOLN ELECTRIC HOLDINGS COM 533900106 168,882 1,450,000 SH   SOLE   1,450,000 0 0
MERCK & CO COM 58933Y105 238,635 2,960,000 SH   SOLE   2,960,000 0 0
MICROSOFT CORP COM 594918104 2,407,558 10,861,000 SH   SOLE   10,861,000 0 0
NIKE INC CL B 654106103 502,383 3,547,400 SH   SOLE   3,547,400 0 0
RESMED INC COM 761152107 13,631 64,995 SH   SOLE   64,995 0 0
ROCKWELL AUTOMATION INC COM 773903109 728,185 2,923,265 SH   SOLE   2,923,265 0 0
ROSS STORES INC COM 778296103 507,974 4,147,400 SH   SOLE   4,147,400 0 0
SIGNATURE BANK COM 82669G104 345,849 2,580,000 SH   SOLE   2,580,000 0 0
SPOTIFY TECHNOLOGY S.A SHS L8681T102 729,701 2,285,600 SH   SOLE   2,285,600 0 0
SVB FINANCIAL GROUP COM 78486Q101 454,904 1,186,500 SH   SOLE   1,186,500 0 0
TENCENT HOLDINGS LTD SPONSORED 88032Q109 100,626 1,405,000 SH   SOLE   1,405,000 0 0
TEXAS INSTRUMENTS COM 882508104 719,890 4,429,000 SH   SOLE   4,429,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 218,398 473,000 SH   SOLE   473,000 0 0
TJX COS INC COM 872540109 1,153,224 16,877,265 SH   SOLE   16,877,265 0 0
ULTA BEAUTY INC COM 90384S303 364,456 1,288,605 SH   SOLE   1,288,605 0 0
U.S. BANCORP COM 902973304 163,820 3,549,732 SH   SOLE   3,549,732 0 0
VAREX IMAGING CORPORATION COM 92214X106 23,077 1,495,600 SH   SOLE   1,495,600 0 0
VARIAN MEDICAL SYSTEMS COM 92220P105 158,830 909,000 SH   SOLE   909,000 0 0
VF CORP COM 918204108 342,446 3,975,000 SH   SOLE   3,975,000 0 0
VISA INC A CL A 92826C839 904,515 4,142,500 SH   SOLE   4,142,500 0 0
WABTEC CORP COM 929740108 104,980 1,450,000 SH   SOLE   1,450,000 0 0